Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JUPITER WEALTH MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 86 | 170,022,712 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Taiwan Semiconductor | COM | 51 | $1,060,800 | 10,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KB Home | COM | 52 | $999,360 | 16,000 | 0.00 | 0.00 | 1,900 | 13.48 | 12-31-2023 |
| Crocs Inc Com | COM | 53 | $943,441 | 10,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Chipotle Mexican | COM | 54 | $942,228 | 412 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
